$15 Billion Summit-Backed Adviser Investments is Now RWA Wealth Partners

Months After Mega-Merger with Ropes Wealth Advisors, Adviser Investments Rebrands and Expands Offerings

777

Six months after its merger with Ropes Wealth Advisors, Boston-based Adviser Investments announced its rebranding as RWA Wealth Partners. The independent wealth management firm has nearly 200 employees and has approximately $14.7 billion in regulatory assets under management and more than $300 million in assets under advisement as of September 30, 2023.

 

RWA Wealth Partners, which received a substantial capital investment from Summit Partners in 2020, supports the complex needs of high-net-worth and ultra-high-net-worth clients. It is focused on providing “a one-stop, high-touch service experience” that addresses all key aspects of clients’ financial lives, including tax, estate and family office services, according to the release.

 

“Our new brand reflects our deep commitment to integrated client service and to providing a comprehensive, coordinated experience delivered with the highest standards of care,” said RWA Wealth Advisor CEO, Mario Ramos. “The RWA Wealth Partners team is focused on being the only wealth advisor our clients need.”

 

RWA Wealth Partners offers sophisticated financial planning and an open architecture investment management platform. The firm’s clients have access to broad trust and estate legal services through an exclusive relationship with Hall & Diana LLC, a law firm founded by two attorneys with extensive experience working with members of the RWA Wealth Partners team. And, through RWA Wealth Partners’ wholly owned subsidiary, RWA Tax Solutions, LLC, the firm provides tax services including preparation, planning and strategies that integrate into clients’ financial and estate plans.

 

“We believe high-net-worth and ultra-high-net-worth individuals are increasingly seeking service providers who can address their wealth management, tax and estate needs comprehensively,” added Michelle Knight, President of the firm’s Ropes Wealth Advisors division. “The RWA Wealth Partners platform is incredibly well positioned to benefit from this trend, providing clients with a broad suite of solutions, alleviating the need to manage multiple relationships or stitch together services themselves.”

 

According to a recent announcement, the firm intends to build upon “the rich heritage and shared values of its predecessor firms”, while spotlighting the enhanced capabilities of RWA Wealth Partners’ expanded organization. The company explained that it will build “on more than 150 years of stewardship, the combined firm pairs innovative thinking with a total focus on helping clients as they seek to secure a rewarding lifestyle, realize individual and family goals, and establish legacies that last for generations.”

Enhancing the Tech Stack

Ramos told Digital Wealth News in February that the firm was undergoing a multi-year investment plan for technology—including a new tech stack to enhance the adviser and client experience, drive efficiencies and allow the firm to remain nimble enough to address emerging trends and regulatory shifts.

 

Ramos explained this process is ongoing and as the firm continues to grow, it aims to leverage its “scale to deliver the best technology available to elevate the human side of wealth management.”

“Assessing our foundational solutions in place today and emergent technologies that could enhance our offerings remains an ongoing priority for our team,” Ramos told Digital Wealth News in an interview. “This will continue to be at the forefront of our efforts to empower advisors to deliver the kinds of services clients need to build their wealth today and preserve it for generations to come.”